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Kodiak AI, Inc.

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Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Kodiak AI, Inc.

CIK 0001853138KDKKDKRW· quarter ending 2026-06-30
Shares outstanding
200,618,170
as of 2026-07-31 · 10-Q cover page, filed 2026-08-07
Held by 13F filers
34,401,862
selection includes debt or preferreds — no % of shares outstanding
Holders
28
-1 vs 2026-03-31 · 4 new, 5 exited
Value
$29.5M
shares +118.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-07-31)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockKDK · NASDAQ200,618,17084,601,07142.2%75500081104

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
500081104COM7584,601,071200,618,17042.2%$429.6M9 call / 8 put13DGholders →
500081112W EXP 09/25/203not common2832,680,715
$1.7M principal
——$29.5M1 call / 0 putNPORTholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 3 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (28 of 28 · 500081112)

change vs 2026-03-31
#FilerShares / principal% of classValueChange
1ARES MANAGEMENT LLC14,300,000—$10.6MNEW
2Polar Asset Management Partners Inc.6,264,168—$4.8M+3,905,581 (+165.6%)
3LMR Partners LLP3,543,630—$2.6M+554,668 (+18.6%)
4Linden Advisors LP1,754,950—$1.4M-811 (-0.0%)
5HIGHBRIDGE CAPITAL MANAGEMENT LLC1,721,147—$1.4M-160,362 (-8.5%)
6ARISTEIA CAPITAL, L.L.C.1,090,279—$840K+252,667 (+30.2%)
7Alberta Investment Management Corp850,000—$629K—
8BOOTHBAY FUND MANAGEMENT, LLC840,709—$4.3M+255,280 (+43.6%)
9Hudson Bay Capital Management LP761,494—$571K+5,000 (+0.7%)
10Sculptor Capital LP557,644—$413K+488,744 (+709.4%)
11Greenland Capital Management LP550,000—$413KNEW
12WOLVERINE ASSET MANAGEMENT LLC408,662—$302K-14,903 (-3.5%)
13HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND375,000—$281K—
14Caption Management, LLC263,013—$195K+56,743 (+27.5%)
15Meteora Capital, LLC223,523—$165K-1,144,248 (-83.7%)
16MOORE CAPITAL MANAGEMENT, LP200,000—$148K—
17CSS LLC/IL119,286—$88K-31,474 (-20.9%)
18BOUSSARD & GAVAUDAN GESTION SAS100,000—$75KNEW
19Shaolin Capital Management LLC91,735—$68K-33,265 (-26.6%)
20BLUEFIN CAPITAL MANAGEMENT, LLC89,799—$67K—
21DRW Securities, LLC64,518—$48K—
22DUPONT CAPITAL MANAGEMENT CORP62,500—$47K—
23Clear Street Group Inc.50,719—$38K+20,056 (+65.4%)
24TPG GP A, LLC50,000—$37K—
25TENOR CAPITAL MANAGEMENT Co., L.P.50,000—$37K—
26Walleye Capital LLC10,000—$7K—
27FNY Investment Advisers, LLC9,000—$6K—
28Global Retirement Partners, LLC86—$64NEW
Exited since 2026-03-31 (5 filers; largest 5 shown)
BARCLAYS PLC−200,000
Ionic Capital Management LLC−111,015
Boussard & Gavaudan Investment Management LLP−100,000
K2 PRINCIPAL FUND, L.P.−41,764
UBS Group AG−3,858

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Stefan RenoldSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
LMR PARTNERS LtdSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
LMR Partners (Ireland) LimitedSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
LMR PARTNERS (DIFC) LtdSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
LMR Partners AGSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
Ben LevineSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
SOROS FUND MANAGEMENT LLCSCHEDULE 13G/A2026-08-142026-06-309,767,0374.9%
George SorosSCHEDULE 13G/A2026-08-142026-06-309,767,0374.9%
LMR Partners LLCSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
LMR Partners LLPSCHEDULE 13G2026-08-142026-06-3013,441,5216.5%
W. R. Berkley CorporationSCHEDULE 13G/A2026-08-052026-06-3000%
Berkley Insurance CompanySCHEDULE 13G/A2026-08-052026-06-3000%
Jeffrey SmithSCHEDULE 13G/A2026-05-152026-03-312,990,9291.6%
SIP Global Tech Opportunity LLCSCHEDULE 13G/A2026-05-152026-03-311,454,9100.8%
Justin TurkatSCHEDULE 13G/A2026-05-152026-03-3112,543,1996.9%
SIP Global Tech Opportunity 4 LLCSCHEDULE 13G/A2026-05-152026-03-316,979,8743.8%
Matthew SallowaySCHEDULE 13G/A2026-05-152026-03-319,552,2705.2%
SIP Global Tech Opportunity 3 LLCSCHEDULE 13G/A2026-05-152026-03-311,117,4860.6%
SIP Global Tech Fund I, L.P.SCHEDULE 13G/A2026-05-152026-03-312,990,9291.6%
SIP Global Tech Fund I, Inc.SCHEDULE 13G/A2026-05-152026-03-312,990,9291.6%
SIP Global Opportunity Manager LLC.SCHEDULE 13G/A2026-05-152026-03-319,552,2705.2%
Shigeki SaitohSCHEDULE 13G/A2026-05-152026-03-312,990,9291.6%
Polar Asset Management Partners Inc.SCHEDULE 13G/A2026-05-152026-03-312,358,5871.3%
Fort Baker Capital Management LPSCHEDULE 13G/A2025-11-142025-09-3000%
Fort Baker Capital, LLCSCHEDULE 13G/A2025-11-142025-09-3000%
Steven Patrick PigottSCHEDULE 13G/A2025-11-142025-09-3000%
The Merger FundSCHEDULE 13G/A2025-11-142025-09-3000%
Virtus Investment Advisers, LLCSCHEDULE 13G/A2025-11-142025-09-3000%
Westchester Capital Management, LLCSCHEDULE 13G/A2025-11-142025-09-3000%
Anand ParekhSCHEDULE 13G2025-11-142025-09-3018,102,6189.9%
Alyeska Investment Group, L.P.SCHEDULE 13G2025-11-142025-09-3018,102,6189.9%
Alyeska Fund GP, LLCSCHEDULE 13G2025-11-142025-09-3018,102,6189.9%
AAC II Holdings II LPSCHEDULE 13G/A2025-11-122025-09-303,591,6271.8%
Ares Acquisition Holdings II LPSCHEDULE 13G/A2025-11-122025-09-3026,800,00013.7%
Catherine D. WoodSCHEDULE 13G/A2025-11-072025-10-312,255,0061.24%
ARK Investment Management LLCSCHEDULE 13G/A2025-11-072025-10-312,255,0061.24%
Battery Investment Partners XII, LLCSCHEDULE 13D2025-10-012025-09-24215,7700.1%
Battery Partners XII, LLCSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Jesse FeldmanSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Michael M. BrownSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Battery Ventures XII, L.P.SCHEDULE 13D2025-10-012025-09-2411,140,8996.1%
Morad ElhafedSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Neeraj AgrawalSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Paz Eshel Living TrustSCHEDULE 13G2025-10-012025-09-2417,075,0959.4%
Burnette Donald L.SCHEDULE 13D2025-10-012025-09-2427,300,96915.1%
Roger H. LeeSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Russell L. FleischerSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Eshel Paz MichaelSCHEDULE 13G2025-10-012025-09-2417,075,0959.4%
Chelsea R. StonerSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Dharmesh ThakkerSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Scott R. TobinSCHEDULE 13D2025-10-012025-09-2411,356,6696.3%
Meteora Capital, LLCSCHEDULE 13G2025-08-142025-06-304,845,2287.83%
AQR Capital Management, LLCSCHEDULE 13G/A2025-08-132025-06-301,875,2293.03%
AQR Capital Management Holdings, LLCSCHEDULE 13G/A2025-08-132025-06-301,875,2293.03%
AQR Arbitrage, LLCSCHEDULE 13G/A2025-08-132025-06-301,875,2293.03%
Wealthspring Capital LLCSCHEDULE 13G/A2025-06-042025-05-3100%
Matthew SimpsonSCHEDULE 13G/A2025-06-042025-05-3100%
First Trust Merger Arbitrage FundSCHEDULE 13G/A2025-05-152025-03-311,830,8913.66%
First Trust Capital Solutions L.P.SCHEDULE 13G/A2025-05-152025-03-311,982,2103.96%
FTCS Sub GP LLCSCHEDULE 13G/A2025-05-152025-03-311,982,2103.96%
First Trust Capital Management L.P.SCHEDULE 13G/A2025-05-152025-03-311,982,2103.96%
Mizuho Financial Group, Inc.SCHEDULE 13G2025-05-132025-03-313,133,2496.3%
Barclays PLCSCHEDULE 13G/A2025-03-212024-09-303,538,5777.07%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.